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Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
Chances are, your bank, credit union or investment firm also offers retirement advisor services. If you’re already a customer, you may be able to get a free assessment.
UBS PaineWebber logo in use from 2001 until 2003 when the use of the Paine Webber brand was dropped UBS Warburg was the brand used for the Investment Banking division of UBS from 1999 to 2003. On 3 November 2000, UBS merged with Paine Webber , an American stock brokerage and asset management firm led by chairman and CEO Donald Marron .
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UBS's primary offices in the U.S., prior to its merger with SBC were located at 299 Park Avenue in New York, which are used today as the New York headquarters of UBS Investment Bank. The bank also made two major acquisitions in 1986, first it purchased Phillips & Drew an established British brokerage and asset management firm, founded in 1895.
The investment bank's insurance products are primarily popular in the domestic market and include auto, fire, property, life, disability, pension and retirement products among others. [124] Historically 20–40 percent of the bank's revenue has been from private banking services, one of its higher profit-margin divisions.
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